Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$581K Sell
2025
Q2
$740K Buy
2024
Q3
Sell
2024
Q2
$4.15M Buy
2023
Q3
Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.59M Buy
2022
Q4
Sell
2022
Q3
$1.55M Buy
2022
Q2
$1.4M Buy
2021
Q3
Sell
2021
Q2
$69K Sell
2021
Q1
$361K Buy
2020
Q3
Sell
2020
Q2
$821K Buy
2020
Q1
Sell
2019
Q4
$68K Buy